OneSource Virtual · 1 day ago
Tax Data Specialist
US-Remote
Full-time
Onsite
Entry Level
2+ years exp
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Responsibilities
Act as primary point of contact for customers in regard to systems, basic tax inquiries and tax applications.
Responsible for managing cases for assigned customer team(s) to provide professional and timely responses to internal and external customers, while working with other departments as needed.
Maintain customer information by updating information on internal systems, including but not limited to TPA, rate information, customer profile details, etc.
Support and manage proactive customer cases regarding Workday data and/or configuration anomalies that will impact filing.
Provide feedback to leadership in regard to missing FAQs or customer knowledge so inquiries can be addressed more quickly and accurately
Review and analyze employee and employer level Payroll Tax data on behalf of customers.
Meet quality and production metrics outlined for position
Perform additional duties and special projects, as assigned.
Qualification
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Required
Working knowledge and language of the following business areas: Payroll and Payroll Tax
2+ years of customer service experience
Strong verbal and written communication skills
Ability to establish and maintain effective working relationships
Proficient in Microsoft Office Suite, including Excel
Data Analytics
Attention to detail and organized
Strong time management skills
Ability to manage multiple projects with various deadlines in a fast-paced work environment
Working knowledge of tax rules and requirements
Preferred
Experience with multistate business tax registrations and/or licensing is highly desired
Associate degree in related field preferred
Payroll outsourcing experience preferred
Previous experience working with either TaxEx OR Workday, PeopleSoft or other ERP HR/Payroll systems/applications preferred
Company
OneSource Virtual
OneSource Virtual is a workday services partner in deployment, consulting, and BusinessProcess-as-a-Service (BPaaS) services.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$165MKey Investors
TCVHalyard Capital
2022-11-01Acquired· undefined
2015-06-19Series B· $150M
2014-04-01Series Unknown· undefined
Leadership Team
Trey Campbell
Chief Executive Officer and Board Member
Brian Williams
Executive Chairman & Co-Founder
Recent News
Company data provided by crunchbase
